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Bank Technology News February 1, 2008 John Adams	Relationship Pricing: Customize Fees And People Feel Special Bank fees have long been a one-size-fits all jacket, but some institutions now offer a custom-tailored experience to differentiate themselves and grab wallet share.
IndustryWeek August 18, 2010 Wilbur Reid	Consider This -- Why Companies Need a Chief Pricing Officer In the new order, the rise of strategic pricing roles such as a chief pricing officer and supporting pricing team will help companies achieve strong financial performance.
Financial Planning October 1, 2010 J. Scott Slater	On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services.
CRM September 8, 2015 Dan Moultrie	Financial Institutions Should Bank on Knowing Their Customers Finding out what customers want, and how they prefer to interact, is to key to profitability.
Bank Technology News March 2010 Louis Hernandez, Jr	Better Pricing Heals Wounds What can banks do to keep customers? They can use relational pricing, which allows a financial institution to customize the way it calculates service charges based on relationships between account transactions, balances and other aspects of relationships.
CRM May 2013 Leonard Klie	Price Shapes Satisfaction In a tight economy, companies must use VoC solutions for price sentiments.
IndustryWeek April 21, 2010	Consider This -- Using Pricing as a Competitive Advantage Here are three tried and tested pricing strategies to help manufacturing companies climb to the top of the heap in this time of economic recovery.
U.S. Banker February 2010 Louis Hernandez	Six Ways to Attract and Retain Small Businesses Many healthy small businesses have had their credit lines cut even though there is no real change in risk for that business. At the same time, however, banks do not need to focus solely on credit.
Registered Rep. November 1, 2005 John Churchill	You're Worth So Much More Clients might not agree, but there's rising evidence that advisors are not charging enough for their services.
Financial Planning December 1, 2005 Beck & Tibergien	Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees.
Financial Planning July 1, 2008 Scott Schutte	Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?
Registered Rep. January 1, 2003 Amy Leavitt	Don't Sell, Help In clients' minds, your fees are a leading indicator of the value they will realize from your services. Communicate clearly the value of your services to potential clients to make certain they understand the value they will realize for their fee. One tool to do this with is pricing.
U.S. Banker March 2010 Charles Keenan	In Search Of Wallet Share All banks talk about cross-selling, but few excel at it. Maybe it is because they focus too much on pushing products and not enough on the intangibles -- education, service, trust -- that help build loyalty.
IndustryWeek April 1, 2008 Nick Zubko	From Parts Unknown How to identify what might be missing from your parts pricing strategy.
Registered Rep. September 29, 2005 John Churchill	Are You Charging Enough? With competition fierce -- and clients more informed than ever -- it's important to make sure that you are not selling yourself short. In fact, you may not be charging enough for your financial advisory services.
IndustryWeek April 1, 2008 Nick Zubko	Price Check on Manufacturing A benchmarking survey polled more than 500 pricing professionals in manufacturing, distribution and industrial services to shed light on their methods, perceptions and trends in pricing practices and capabilities.
Financial Advisor April 2007 David Lawrence	RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.
Financial Advisor July 2008 Rebecca Pomering	When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
InternetNews January 27, 2004 Michael Singer	Oracle Succumbs to User-Based Pricing By overhauling its pricing model, the business software giant could expand beyond its traditional high-end customer base.
Registered Rep. July 5, 2011 Jerry Gleeson	When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors.
Bank Systems & Technology February 1, 2007 Bart Narter	The Role of SOA in 2007: Channel Forecast Service-oriented architecture is helping banks achieve a single view of the customer.
Bank Systems & Technology June 24, 2008 Nancy Feig	Pursuing the Promise of SOA Service-oriented architecture promises to improve a bank's IT efficiency -- and, subsequently, business agility -- in many ways.
CFO June 1, 2011 Russ Banham	The Price Is (More) Right Improved technology -- and leadership from finance -- may help companies optimize their margins.
Investment Advisor September 2009 Mark Tibergien	Formulas for Success: In The Absence of Value Does your pricing strategy reflect your worth?
Knowledge@Wharton June 4, 2003	Choosing the Wrong Pricing Strategy Can Be a Costly Mistake Two professors in Wharton's marketing department say devising appropriate pricing strategies is more critical than ever in a world of hyper-competition. Pricing strategies also take on added importance at a time when central bankers and economists are concerned about deflation.
CIO January 26, 2012 Kim S. Nash	Pricing Done Right Setting prices is a strategic decision that needs C-level attention. Your profits depend on it.
Bank Systems & Technology February 1, 2007 Falk Rieker	Bank technology Executives Are Challenged to Do More With Less Technology can enable banks to increase revenue while continuing to reduce their costs. Here are recommendations.
Registered Rep. December 4, 2012 Jerry Gleeson	Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise.
CFO June 1, 2008 Yasmin Ghahremani	But for You I'll Charge an Additional 10% Pricing software can spot pointless discounts and other profit-killers, but it isn't cheap.
Wall Street & Technology February 27, 2005	Support Needed Financial institutions that want to boost their retail investment businesses need to provide better support to their reps and advisers, according to a recent study by Financial Insights.
U.S. Banker April 2009 Glen Fest	Small Bank Divide Now a Trap? Community banks have been steadily losing market to larger competitors for two decades now.
Financial Advisor November 2007 Tracey Longo	Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm.
Information Today June 26, 2001 Barbara Quint	Dialog Announces Long-Awaited Price-Structure Changes After years of promised changes spanning two owners, Dialog has announced major price restructuring...
Bank Systems & Technology November 1, 2006 Nancy Feig	Integrating the Channels Financial institutions are juggling numerous channels and the multitude of ways in which they touch customers. Many banks are actively looking to integrate those delivery channels more strategically.
CRM November 2007 Colin Beasty	Predicting Profitability After years of trial-and-error, enterprises are finally developing innovative strategies and incorporating new software to allow them to identify - and sell to - their most profitable customers.
Wall Street & Technology August 22, 2006 Tim Clark	SOA: At Your Service The technology that supports service-oriented architecture continues to mature, further enabling financial firms' customer-centric strategies.
Entrepreneur October 2005 Melissa Campanelli	Getting Personal Will engaging in personalized -- or 'dynamic' -- pricing help or hurt your business? And if your customers find out that you've engaged in personalized pricing, be ready to accept the consequences.
Bank Systems & Technology March 11, 2009 Orla O'Sullivan	Optimism of Citi, the Markets, Not Universally Shared Celent's Bart Narter questions whether profitable 'but for...' is truly profitable.
CRM May 1, 2008 Christopher Musico	Tech Solution: Price Optimization Tools Use technology to help you price products and services to stay competitive while still ensuring profitability.
Bank Systems & Technology January 8, 2009 Jeanne Capachin	Institutions With Capital May Find Vendors in the Mood to Deal For institutions that remain well-capitalized, the best advice is to move full steam ahead. If the need is real and solutions are available, this will be the best time to move ahead with a strategic investment.
Global Services July 11, 2008 Lisa Ross	Trends in Pricing of FAO Contracts Finance and accounting outsourcing contract pricing is less standard and more case-by-case. Thus pricing is the most debatable part of such contract discussions.
CFO December 1, 2009 Vincent Ryan	Price Fixing With economic recovery on the horizon, it's time to revisit the wisdom of rock-bottom prices.
U.S. Banker January 2009 Anthony Malakian	As Deposit War Heats Up Smart Pricing Is Vital Banks are falling in love all over again with consumer deposits, creating an exceptionally competitive environment for deposits at the same time that consumers are more predisposed than ever to switch banks.
Bank Technology News February 2009 Anthony Malakian	Price Your Weapon Wisely More banks are utilizing statistical models and tools to arrive at the optimal price they can offer customers and still maintain cost of funds.
Knowledge@Wharton March 26, 2003	The Hidden Dangers -- and Payoffs -- of "Targeted Pricing" Should your firm target your competitors' customers with lower prices than the competition charges them? When might it make sense, instead, to offer discounts to your own customers? Under what conditions might this sort of approach -- known as "targeted pricing" -- backfire?
Bank Systems & Technology May 26, 2008 Maria Bruno-Britz	U.S. Banks Are Talking More About Core Conversions The core system. Without it, a bank would crumble. Given the state of most banks' core systems, however, it's a miracle that they are able to function at all, some experts say.
Bank Systems & Technology March 31, 2005 Peggy Bresnick Kendler	SOA A service-oriented architecture can provide a bank with the robust, resilient IT architecture it needs to grow, achieve speed-to-market and optimize customer service.
CRM March 30, 2012 Harris et al.	Preparing for a New Price Paradigm Multiple channels transfer pricing decisions from retailers' to consumers' hands.
Information Today October 22, 2001 Barbara Quint	Changes at Dialog Dialog starts rollout of new connect-time pricing, completes simplification of sales contracts...